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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,013 | $60,139-21.8% | $90,461-48.0% | $79,856-41.1% |
| Participation rate | 60.9% | 65.0%-4.1pp | 72.7%-11.8pp | 69.6%-8.8pp |
| Annual return | 10.12% | 71.96%-61.8pp | 1294.76%-1284.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,788 | $2,069-13.6% | $3,264-45.2% | $2,471-27.7% |
| Participant deferral / active EE | $1,960 | $2,939-33.3% | $3,964-50.6% | $3,741-47.6% |
| Admin fee / account holder | $5,330 | $3,978+34.0% | $5,617-5.1% | $5,306+0.5% |